When I add the electronic, automatic download of my 4019k) account at Principal Financial, it shows the wrong balance. It has doubled my holdings! (wish this were true) It shows a cash balance that is almost the same as my investments. I can not find a way to edit this cash balance in my Quicken account.

We may have a fix happening on the Principal side - as Anja mentioned. This morning's connection I had a negative adjustment show in transactions to correct my balance. I deleted the positive and negative adjustments manually from the transaction screen (holding the option button) and reconnected again and the balance came through correct. Hopefully this holds and is the fix we needed.

Hello All, A developer on our internal ticket confirmed that a Principal Financial 401(k) account we were testing now reflects the correct balance. When you have a chance, could you please check your account and confirm whether your balances are now showing correctly? Your feedback helps us verify the fix across affected users. Thank you!

Hello @mk0, @thoff, and @Geiswood, Thanks for the updates! I’m glad to hear the balances are now showing correctly for many of you. @mk0—yes, you can try removing and re-adding your Principal account to see if it resolves the historical balance issues. However, I would strongly recommend saving a backup first so you have something to revert to if needed. For everyone else, please continue to monitor your accounts and let us know if you notice any discrepancies. Your feedback is helping verify the fix across different users. Thank you all for your patience and for sharing your experiences!

Principal Financial 401(k) shows wrong balance

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Quicken Anja Moderator mod

February 7

https://community.quicken.com/discussion/comment/20536570#Comment_20536570

@mrwnzrk Thanks for the update! Glad to hear everything looks right.

-Quicken Anja
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Principal Financial 401(k) shows wrong balance

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